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Advisor at WELLS FARGO ADVISORS
ORLANDO, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Dec 3, 2012 | n/a | yes | ORLANDO, FL | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Dec 11, 2012 | no | WINTER PARK, FL|Winter Park, FL | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Aug 6, 1999 | Jun 1, 2009 | no | WINTER PARK, FL|WINTER PARK, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | WELLS FARGO ADVISORS | Dec 11, 2012 | Dec 3, 2012 | -8 | Firm change | Wirehouse to wirehouse |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |